Let's move forward. Together.

Road through mountains

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Grant Matthews

    Grant Matthews

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
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    • CA
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    • DC
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    • HI
    • ID
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    Grant Matthews, Financial Advisor, is a Managing Director with UBS Financial Services Inc. With over 28 years of experience, Grant focuses on retirement planning, estate planning strategies, and investment management. He focuses on working with Bay Area executives, entrepreneurs, and retirees. He continues to sharpen his skills through rigorous study that has earned him the prestigious CERTIFIED FINANCIAL PLANNER, Certified Investment Management Analyst, and Certified Private Wealth Advisor designations. Grant grew up in the business; his father had a long and distinguished career at PaineWebber and UBS Financial Services from 1968 until his retirement in 2005. Grant is a graduate of Georgetown University with a B.A. in Psychology. He is a native of the San Francisco Peninsula, where he and his wife live in Menlo Park with their son and two daughters. He is active in the community as both a coach for his kids’ sports teams and a member of the investment committee of the Menlo Park Atherton Education Foundation Endowment, The Palo Alto Senior Housing Project, and a member of the Retirement Plan Advisory Committee for Sacred Heart Schools, Atherton.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • CPWA
      64 Willow Pl
      Suite 200
      Menlo Park, CA 94025
    • Amy Oliver

      Amy N. Oliver

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
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      • ID
      • IL
      • IN
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      As Financial Advisor and Senior Vice President – Wealth Management with UBS Financial Services Inc, Amy Oliver provides comprehensive wealth management for individuals and their families. For more than 22 years, Amy has focused on assisting clients across a broad spectrum of issues including financial and income taxation planning strategies, transfers of wealth and guidance on how to achieve philanthropic aspirations.

      In 2009, Amy partnered with Grant Matthews and the Matthews Group at Morgan Stanley. With a combined 41 years of financial advisory experience we strive to deliver a more comprehensive wealth management advice to each of our high net worth clients. In addition to investment management, our team advises clients on financial planning, wealth transfer(s), philanthropy, income taxation planning, stock options, business succession planning, lending solutions, and risk management.

      Personal Interests and Education:

      As a native of Kansas, Amy grew up in a small farm town. From moving bales of hay at age 10 and learning to drive at 11, she quickly learned the importance and responsibility that comes with hard work. These early lessons also gave Amy the tools to put herself through college by working nights and weekends, in an emergency room, in downtown Chicago.

      From these experiences she developed one of her biggest goals in life:

      “To give back as opportunities arise.”

      One of these opportunities came in 2014 when she joined the Ronald McDonald, San Francisco Board and became the President of the Board in 2017. Shortly thereafter, in 2017, Amy led the merger with Stanford House, to become the Ronald McDonald House Charities - Bay Area. Currently she is honored to hold the position of Immediate Past President of the Board.

      Amy is a graduate of Loyola University Chicago. Currently she lives in Menlo Park and enjoy playing golf and riding horses.

            64 Willow Place
            Suite 200
            Menlo Park, CA 94025
          • Shirley Chen

            Shirley Chen

            Authorized Officer

            Senior Wealth Strategy Associate

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            • AK
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • KS
            • MA
            • MD
            • MI
            • MN
            • MO
            • MS
            • NC
            • NE
            • NJ
            • NM
            • NV
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            • OH
            • OR
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            • SC
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            Shirley Chen is the Senior Wealth Strategy Associate with The Matthews Oliver Group.  With over 18 years of experience, Shirley manages all aspects of client service, handles trading issues, and works on special projects.  Prior to joining The Matthews Oliver Group, Shirley was a Complex Service Manager at another financial firm.  Shirley received her M.B.A. from Santa Clara University's Leavey School of Business and is a graduate of the University of California, Davis, with a Managerial Economics Major and Mathematics Minor.  She grew up in the Bay Area and lives in Los Altos Hills with her husband and two sons.

                  64 Willow Place
                  Suite 200
                  Menlo Park, CA 94025
                • Laure Mendoza

                  Laure Mendoza

                  Client Associate

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                  • AK
                  • AZ
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                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • IN
                  • KS
                  • MA
                  • MD
                  • MI
                  • MN
                  • MO
                  • MS
                  • NC
                  • NE
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OR
                  • PA
                  • SC
                  • TN
                  • TX
                  • UT
                  • WA
                  • WI
                  • WY

                  Laure Mendoza has worked with The Matthews Oliver Group and in the financial services industry for over 18 years. Laure leads the daily operations for the team and provides administrative needs for clients with a focus on service excellence. Laure lives in Concord, CA, is fluent in French and enjoys spending time with her family, friends, and dogs.

                        64 Willow Place
                        Suite 200
                        Menlo Park, CA 94025

                      Defining your priorities. Pursuing what matters.

                      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager